FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.5B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.99B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$36.5M
3
+$32.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24M
5
BMY icon
Bristol-Myers Squibb
BMY
+$18.1M

Top Sells

1
+$64.4M
2
+$60.2M
3
+$39.7M
4
CXT icon
Crane NXT
CXT
+$36.4M
5
BLK icon
Blackrock
BLK
+$21.5M

Sector Composition

1 Financials 15.47%
2 Technology 13.44%
3 Industrials 13.16%
4 Healthcare 11.35%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$81.5M 1.36%
902,714
+51,158
27
$80.8M 1.35%
1,493,093
+106,113
28
$80.7M 1.35%
1,550,182
+82,552
29
$80.1M 1.34%
797,006
+57,749
30
$79.3M 1.32%
435,156
+30,144
31
$76.2M 1.27%
2,716,836
+211,541
32
$76M 1.27%
733,466
+54,307
33
$75.6M 1.26%
1,969,352
-103,911
34
$74.5M 1.24%
887,700
+57,275
35
$74.4M 1.24%
1,561,993
+103,875
36
$67.4M 1.13%
45,988
+3,610
37
$67.3M 1.12%
1,823,538
+359,317
38
$65.3M 1.09%
847,971
+91,993
39
$63.5M 1.06%
920,949
-119,724
40
$62.3M 1.04%
486,633
+35,892
41
$56.8M 0.95%
1,566,533
+168,172
42
$54.6M 0.91%
819,922
+60,184
43
$49.7M 0.83%
1,083,350
+103,416
44
$49.7M 0.83%
492,123
+324,703
45
$47.4M 0.79%
1,195,660
-61,440
46
$44.8M 0.75%
291,093
47
$44.2M 0.74%
+645,506
48
$41M 0.69%
183,458
+15,663
49
$37.9M 0.63%
653,599
-575
50
$31.2M 0.52%
1,152,458
+35,991
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